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Ten Questions To Ask Your Financial Advisor

Do you ever face decision fatigue and overwhelm when you are trying to choose a doctor, a company to do business with, or a financial advisor? With so many choices, how do you know which one will be the right fit for your situation or personality? How do you know if you’ll like them or work well with them?


The financial professional you choose to handle your family’s wealth will have a significant impact on your investment strategy, the fees you pay, and your confidence in your financial future. This is not a decision to take lightly, especially since each advisor has a different level of service, expertise, and ability. As such, you should take your time to find an advisor that meets your needs and makes you feel at ease. When you start your advisor search, ask potential candidates these 10 questions:




5 Unexpected Threats to Your Retirement Plan

When we think of a threat, our minds often go to the worst-case scenario. We think of a personal tragedy, a natural disaster, a recession wiping out our retirement savings, or other circumstances outside of our control. But a threat is simply something likely to cause damage. Looking at it that way, it’s clear that there are many little-known and often ignored threats that could cause you to lose what you have diligently worked for. Here are five unexpected threats to your retirement plan and tips to overcome them: 




What To Do When the Market is Up

Regardless of whether you are an avid reader of Market Watch or just tune in to the nightly news every now and then, you know that 2017 was a banner year for stocks. In fact, both the Dow Jones and the S&P 500 celebrated the launch of 2018 by reaching record highs1 and until the beginning of February 2018, we were experiencing the second-longest bull market since 1929. 




Do You Understand Your Emotions About Money?

When it comes to making financial decisions, whether that’s buying a new TV or investing an inheritance, most of us know the wise thing to do. We know not to spend more than we have, to stay disciplined when the markets go haywire, and to set aside funds for a rainy day. But just because our brains know the right thing to do, our emotions often make the decisions for us. If you’ve ever had buyer’s remorse after making a big purchase or avoided making a budget, you know firsthand how much of a role emotions play in our financial lives. Psychologists refer to these emotions and beliefs we hold about money as “money scripts.”1